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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
– –
-711
4177
$0 ﹤0.01%
30
4178
$0 ﹤0.01%
14
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4179
$0 ﹤0.01%
212
4180
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-1
4181
– –
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4182
$0 ﹤0.01%
84
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4184
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5
4185
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4186
$0 ﹤0.01%
5,124
4187
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0
4188
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$0 ﹤0.01%
25
+7
4190
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4191
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4192
$0 ﹤0.01%
9
4193
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4194
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$0 ﹤0.01%
44
4196
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4197
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$0 ﹤0.01%
150
4199
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$0 ﹤0.01%
20
-618
166 167
168
169 170